See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,281 | $95,266+67.2% | $82,389+93.3% | $142,382+11.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 13.45% | 25.74%-12.3pp | 28.67%-15.2pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,401 | $2,991-53.2% | $2,517-44.3% | $4,299-67.4% |
| Participant deferral / active EE | $3,392 | $4,809-29.5% | $4,155-18.4% | $6,507-47.9% |
| Admin fee / account holder | $3,917 | $8,563-54.3% | $7,231-45.8% | $12,624-69.0% |